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Strategic Advisers LLC CRD 104555
$1.37T regulatory AUM 17,518 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon | Houston | TX | 07/2011 | 02/2019 |
| Abundant Wealth Solutions | Houston | TX | 02/2019 | 07/2021 |
| Fidelity | The Woodlands | TX | 07/2021 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 06/2022 | 08/2023 |
| Unemployed | Houston | TX | 03/2022 | 05/2022 |
| Fidelity Investments | Sugar Land | TX | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
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